Bilingual Mortgage Account Manager

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Requisition : 243546

Tangerine is Canada’s leading direct bank. We offer flexible and accessible banking options, innovative products, and award-winning Client service. The reason why Tangerine employees come to work each day is to help Canadians live better lives. We focus on making a difference in our communities, and that includes our own internal community. It’s important to us that our employees feel empowered and enthusiastic about belonging to our Orange culture.

As Canada’s leading digital bank, Tangerine technology is at the heart of everything we do. We have redefined what digital banking is, and we continue to evolve to tackle any opportunity and face every challenge through progressive technology and the power of collaboration.

Do you like new challenges? Are you ready to reach new heights in your career and become part of an established disruptor? If so, come join us and help redefine the Canadian banking landscape!

The Bilingual Mortgage Account Manager’s (MAM) primary role is to guide clients through the mortgage fulfillment process. Theyare responsible formaking the process seamless and easy for clients to understand. Key responsibilities include building andmaintainingstrong relationships with both potential and existing Tangerine mortgage clients and ensuring that all associated client documentation is processed and assessed in both a prudent andtimelyfashion. Using his/herstrong communication skills, a Mortgage Account Manageris responsible for proactively educating and guiding a client through the requirements and processes while ensuring the mortgage meets their needs.

The Bilingual Mortgage Account Manager will report directly to the Manager, Mortgage Account Managers..

Actively manage an assigned portfolio of both potential and existing mortgage clients that havesubmittedmortgage applications or have their mortgage coming up for renewal.

Guiding clients along the fulfillment process by promptly communicating required documents and updates, setting expectations on next steps and being open and proactive to seeking alternative solutions.

Accountable for achieving monthly mortgage sales targets and effectively cross-selling other Tangerine products and services.

Act as a resource for questions or issues concerning mortgage policies and procedures to manage the bank’s risk.

Demonstrate effective call control and use of soft skills with each call.

Adhere to Quality Service standards in order tomaintainand exceed pre-determined service levels whilemaintaininga “one and done” approach.

Commit to on-going mortgage training and development.

Contribute positively and actively in team meetings and discussions with ideas and suggestions.

Assessment of anyadditionalinformation sought/received within the agreed upon service levels.

Liaise with the Underwriting department to ensure all documents are received,validated and complete.

Responsible for meeting Customer Service levels in relation to emails, phonemessagesand fax enquiries.

Other duties as assigned.

• University or College Degree in a business discipline is an asset
• Sales experience is required
• Underwriting and fulfillment experience is preferred

• Basic administrative knowledge and skills in documentation required to meet lending guidelines
• Be fully knowledgeable and staying current with respect to Tangerine Bank products, services, policies and procedures
• Excellent knowledge and understanding of the mortgage product, both Tangerine specific as well as from the market in general

• Fluent in English and French is required
• Computer literate – knowledge of Microsoft Office

• Ability to build relationships at all levels
• Ability to discuss product options and features within company guidelines
• Ability to adapt to changing needs and priorities

• Strong verbal and written communication skills
• Detail oriented

You will be part of a diverse and inclusive team of…